Contract Change Order - Schedule of Values - Edit Line Item (before Save)

Updated 4 days ago by Customer Service

Suggested Prior Reading

Contract Change Order - Schedule of Values - Create During Add

OR

Contract Change Order - Schedule of Values - Create During Edit

OR

Contract Change Order - Schedule of Values - Maintain

OR

Contract Change Order - Schedule of Values - Maintain when Line Items added from Change Requests

Contract Change Order - Schedule of Values - Edit a Line Item (before it is saved)

Line Items can only be edited if the Contract Change Order is in a Status that enables adding/editing. See Contract Change Orders – Status.

1. If not already selected, access the Schedule of Values component for the Contract Change Order. See the Suggested Prior Reading above.
2. Click in a field in the row of the Line Item to change and change the information as required:
   1. If Sub Jobs are not turned on, enter the Cost Code, see Schedule of Values - Line Item - Cost Code.
   OR
   1. If Sub Jobs are turned on for the project,
      1. Change the Parent or Sub Job, see Schedule of Values - Line Item - Sub Jobs.
      2. Change the Cost Code, see Schedule of Values - Line Item - Cost Code with Sub Jobs.
   2. Change the Cost Type, see Schedule of Values - Line Item - Cost Type.
   3. Change the description, see Schedule of Values - Line Item - Description.
   4. Change the Amount, see Schedule of Values - Line Item - Amount.
   5. Change the tax code and rate to apply, see Schedule of Values - Line Item - Tax.

As information is changed, the Summary and Total update automatically. However, the changes aren't saved until the entire Contract Change Order is saved.

1. Repeat the above steps to edit any other Line Items not yet saved.
2. Make any other changes to the Schedule of Values as required, see More Information below
   OR
   Click the Save button (at the bottom of the form) to save the Contract Change Order.
   Click here for more information on the Save function.

   This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markups Components.
   This list the function was invoked from displays. See Next Steps below.
   OR
   Click the Save & Email button (at the bottom of the form) to save the Contract Change Order and email it.
   Click here for more information on the Save and Email function.

   This saves the Contract Change Order including any information on the General, Schedule of Values and Financial Markup components and sends an email with a link to the Contract Change Order in JobPlanner (and optionally include the Contract Change Order as a PDF attachment in the email). The Email can be sent to any Project Contacts. The Email Contract Change Order form displays, see Email Contract Change Order.
   OR
   Click the Close button (at the bottom of the form) to close the form without saving the Contract Change Order.
   Click here for more information on the Close function.

   If no information was changed or entered, the list the add or edit function was invoked from displays, see Next Steps below.
   
   If information was changed, then an additional prompt displays indicating there were changes and additional prompts on what to do.
   
   
   
   Click the Cancel button to cancel the Close action and return to the Contract Change Order View/Edit form (see the steps above)
   OR
   Click the Don't Save button to cancel changes to the Contract Change Order. The list the add or edit function was invoked from displays, see Next Steps below.
   OR
   Click the Save button to save the Contract Change Order including any information on the General, Schedule of Values or Financial Markups components. The list the add or edit function was invoked from displays, see Next Steps below.

More Information

Add line items, see Contract Change Order - Schedule of Values - Add Line Item.

To change a Line Item, that was entered and saved in a previous session, see Contract Change Order - Schedule of Values - Edit Line Items (after Save).

To bulk Import Line Items, see Contract Change Order - Schedule of Values - Import.

To delete a Line Item, see Contract Change Order - Schedule of Values - Delete Line Item.

Next Steps

See the help below for the list the add/view or edit was invoked from and for the view if applicable either Grouped List View or Simple List View (see Change Requests - Multiple Lists and Views):

From Contracts:

• Contracts - List of All Change Orders - Overview
• Contract Specific Change Orders List - Overview

From Change Requests:

OR

How did we do?

Related Articles

• Contract Change Order - Schedule of Values - Edit Line Items (after Save)
• Contract Change Order - Schedule of Values - New Line Item
• Contract - Schedule of Values - Edit Line Item (before Save)